WestHill Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-284
| Closed | -$46.6K | – | 118 |
|
|
2023
Q3 | $46.6K | Hold |
284
| – | – | 0.01% | 84 |
|
|
2023
Q2 | $49.4K | Hold |
284
| – | – | 0.01% | 83 |
|
|
2023
Q1 | $42.9K | Sell |
284
-77
| -21% | -$11.6K | 0.01% | 84 |
|
|
2022
Q4 | $44.9K | Hold |
361
| – | – | 0.01% | 86 |
|
|
2022
Q3 | $43K | Buy |
361
+77
| +27% | +$9.17K | 0.01% | 80 |
|
|
2022
Q2 | $36K | Hold |
284
| – | – | 0.01% | 84 |
|
|
2022
Q1 | $45K | Hold |
284
| – | – | 0.01% | 91 |
|
|
2021
Q4 | $49K | Hold |
284
| – | – | 0.01% | 91 |
|
|
2021
Q3 | $42K | Buy |
+284
| New | +$42K | 0.01% | 78 |
|
|
2021
Q1 | $38K | Buy |
+284
| New | +$38K | 0.01% | 69 |
|